Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
2.75%
6 Months
8.59%
8.17%
1 Year
1.40%
3.28%
3 Years
11.84%
8.41%
5 Years
6.21%
12.53%
Since Inception
7.85%
11.01%
Fund Age
5 yrs 3 mo
12 yrs 9 mo
AUM
₹3.73 Cr
₹16.57 Cr
Alpha – 1 Year
−3.32%
−1.44%
Alpha – 3 Years
−0.25%
−3.68%
Information Ratio – 3 Years
0.11
-0.32
Volatility – 1 Year
23.13%
20.74%
Volatility – 3 Years
17.54%
17.91%
Beta – 1 Year
1.25
1.13
Beta – 3 Years
0.97
1.09
Sharpe Ratio – 1 Year
-0.06
0.00
Sharpe Ratio – 3 Years
0.45
0.32
Worst Rolling Year
5.77%
-16.89%
Value at Worst Rolling Year
₹1.06 Cr
₹0.83 Cr
Deepest Drawdown
−23.48%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
12.08%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 3% · M 32% · S 59%
—
Number of Stocks
19
—
Portfolio P/E
26.66
—
Top 5 Holdings
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%